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Board Of Governors - Summary of Non-Routine Business Transacted by the Board and Executive Committee During The Four Months Ending October 31. 1978
Board Of Governors - Summary of Non-Routine Business Transacted by the Board and Executive Committee ... During The Four Months Ending October 31. 1978 A summary of the October 31 meeting of the Board of Governors ...- Authors: Myles Gray
- Date: Nov 1978
- Competency: Communication>Written communication; Leadership>Professional network leverage; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession>Qualifications; Actuarial Profession>Professional associations; Financial Reporting & Accounting; Pensions & Retirement>Assumptions and methods
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Health Insurance - Legislation and Inflation
Update on the potential impact of national health law legislation, and discussion of the influence of inflation ... inflation on both the relation between actual and expected claims, and the design of new benefits and administrative ...- Authors: Ernie Frankovich, Herbert Orenshein, Darwin S Liggett, Application Administrator
- Date: Mar 1975
- Competency: Leadership>Change management; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Economics>Health economics; Public Policy; Public Policy; Public Policy
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Combining LTC Benefits With Other Products
Combining LTC Benefits With Other Products Discussion of LTC insurance product developments being spurred ... product styles are considered, along with the pros and cons of each. Assumptions;Marketing and distribution;Morbidity ...- Authors: Edward P Mohoric, Melvin Rambo, William DeCapua, Mark J Warshawsky
- Date: Oct 2001
- Competency: Leadership>Thought leadership; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Pricing - Annuities; Health & Disability>Disability insurance; Life Insurance>Pricing - Life Insurance; Long-term Care>Long-term care insurance; Pensions & Retirement>Plan design
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How to Turn Suspects Into Prospects
VP of sales that took place after a call. I was a young, excitable sales rep. As I recounted the call ... react when you posed the question what happens to your business if you don’t address the problem? Oops. I ...- Date: May 2017
- Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Innovators & Entrepreneurs
- Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
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Considerations for Indexed Universal Life under PBR
Considerations for Indexed Universal Life under PBR The article highlights key considerations as companies ...- Authors: Ye Yang, Erzhe Zhang, Nicholas Dunn
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
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Wholesaling in the Financial Services Industry
Wholesaling in the Financial Services Industry Article discusses the following: Need for wholesalers ... What is a wholesaler in our industry What are some of the wholesaler models Marketing and distribution ...- Authors: Breana Macken
- Date: May 2016
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: News Direct
- Topics: Actuarial Profession>Professional development
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IRS Issues Guidance on the Separate Account Dividends Received Deduction
IRS Issues Guidance on the Separate Account Dividends Received Deduction The article summarizes and ... Advice that addressed how the proration formula works for purposes of the separate account dividends ...- Authors: Samuel A Mitchell, John Adney
- Date: Jun 2016
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Enterprise Risk Management>Compliance; Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
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An Introduction to Private Equity and Infrastructure Investing
overview of special characteristics of private equity and infrastructure asset classes, based on the perspective ... perspective of experienced investors Private equity;equities;investment strategy;capital markets;Liability ...- Authors: David Rogers, John W. Gray
- Date: Aug 2015
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: Risks & Rewards
- Topics: Finance & Investments>Investments
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Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
Fund of Funds Arrangements The article summarizes several recent private letter rulings from the IRS ... IRS addressing the "investor control" doctrine in the context of funds of funds. Annuities;Asset ...- Authors: Bryan W Keene, John Adney
- Date: Jun 2017
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy
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Considerations for Surplus Determination under ACA
Considerations for Surplus Determination under ACA Discussion of the impact of the ACA on ... Surplus Determination under ACA Discussion of the impact of the ACA on RBS and required surplus for a health ...- Authors: Daniel Pribe, Richard Tash, David M Tuomala
- Date: May 2014
- Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Health Watch
- Topics: Health & Disability>Health care; Health & Disability>Health insurance; Public Policy